{-# LANGUAGE OverloadedStrings #-} {-# LANGUAGE ViewPatterns #-} {-# LANGUAGE CPP #-} {-| A 'TransactionModifier' is a rule that modifies certain 'Transaction's, typically adding automated postings to them. -} module Hledger.Data.TransactionModifier ( transactionModifierToFunction ) where import Data.Maybe #if !(MIN_VERSION_base(4,11,0)) import Data.Monoid ((<>)) #endif import qualified Data.Text as T import Data.Time.Calendar import Hledger.Data.Types import Hledger.Data.Dates import Hledger.Data.Amount import Hledger.Data.Transaction import Hledger.Query import Hledger.Utils.UTF8IOCompat (error') -- import Hledger.Utils.Debug -- $setup -- >>> :set -XOverloadedStrings -- >>> import Hledger.Data.Posting -- >>> import Hledger.Data.Transaction -- >>> import Hledger.Data.Journal -- | Converts a 'TransactionModifier' and a 'Query' to a -- 'Transaction'-transforming function, which applies the modification(s) -- specified by the TransactionModifier. Currently this means adding automated -- postings when certain other postings - specified by the TransactionModifier, -- and additionally limited by the extra query, if it's not 'Any' - are present. -- The postings of the transformed transaction will reference it, as usual -- ('txnTieKnot'). -- -- >>> transactionModifierToFunction Any (TransactionModifier "" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]} -- 0000/01/01 -- ping $1.00 -- pong $2.00 -- -- -- >>> transactionModifierToFunction Any (TransactionModifier "miss" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]} -- 0000/01/01 -- ping $1.00 -- -- -- >>> transactionModifierToFunction None (TransactionModifier "" ["pong" `post` usd 2]) nulltransaction{tpostings=["ping" `post` usd 1]} -- 0000/01/01 -- ping $1.00 -- -- -- >>> transactionModifierToFunction Any (TransactionModifier "ping" ["pong" `post` amount{amultiplier=True, aquantity=3}]) nulltransaction{tpostings=["ping" `post` usd 2]} -- 0000/01/01 -- ping $2.00 -- pong $6.00 -- -- transactionModifierToFunction :: Query -> TransactionModifier -> (Transaction -> Transaction) transactionModifierToFunction q mt = \t@(tpostings -> ps) -> txnTieKnot t{ tpostings=generatePostings ps } -- TODO add modifier txn comment/tags ? where q' = simplifyQuery $ And [q, tmParseQuery mt (error' "a transaction modifier's query cannot depend on current date")] mods = map tmPostingToFunction $ tmpostings mt generatePostings ps = [p' | p <- ps , p' <- if q' `matchesPosting` p then p:[ m p | m <- mods] else [p]] -- | Parse the 'Query' from a 'TransactionModifier's 'tmquerytxt', -- and return it as a function requiring the current date. -- -- >>> tmParseQuery (TransactionModifier "" []) undefined -- Any -- >>> tmParseQuery (TransactionModifier "ping" []) undefined -- Acct "ping" -- >>> tmParseQuery (TransactionModifier "date:2016" []) undefined -- Date (DateSpan 2016) -- >>> tmParseQuery (TransactionModifier "date:today" []) (read "2017-01-01") -- Date (DateSpan 2017/01/01) tmParseQuery :: TransactionModifier -> (Day -> Query) tmParseQuery mt = fst . flip parseQuery (tmquerytxt mt) ---- | 'DateSpan' of all dates mentioned in 'Journal' ---- ---- >>> jdatespan nulljournal ---- DateSpan - ---- >>> jdatespan nulljournal{jtxns=[nulltransaction{tdate=read "2016-01-01"}] } ---- DateSpan 2016/01/01 ---- >>> jdatespan nulljournal{jtxns=[nulltransaction{tdate=read "2016-01-01", tpostings=[nullposting{pdate=Just $ read "2016-02-01"}]}] } ---- DateSpan 2016/01/01-2016/02/01 --jdatespan :: Journal -> DateSpan --jdatespan j -- | null dates = nulldatespan -- | otherwise = DateSpan (Just $ minimum dates) (Just $ 1 `addDays` maximum dates) -- where -- dates = concatMap tdates $ jtxns j ---- | 'DateSpan' of all dates mentioned in 'Transaction' ---- ---- >>> tdates nulltransaction ---- [0000-01-01] --tdates :: Transaction -> [Day] --tdates t = tdate t : concatMap pdates (tpostings t) ++ maybeToList (tdate2 t) where -- pdates p = catMaybes [pdate p, pdate2 p] postingScale :: Posting -> Maybe Quantity postingScale p = case amounts $ pamount p of [a] | amultiplier a -> Just $ aquantity a _ -> Nothing -- | Converts a 'TransactionModifier''s posting to a 'Posting'-generating function, -- which will be used to make a new posting based on the old one (an "automated posting"). tmPostingToFunction :: Posting -> (Posting -> Posting) tmPostingToFunction p' = \p -> renderPostingCommentDates $ p' { pdate = pdate p , pdate2 = pdate2 p , pamount = amount' p } where amount' = case postingScale p' of Nothing -> const $ pamount p' Just n -> \p -> withAmountType (head $ amounts $ pamount p') $ pamount p `divideMixedAmount` (1/n) withAmountType amount (Mixed as) = case acommodity amount of "" -> Mixed as c -> Mixed [a{acommodity = c, astyle = astyle amount, aprice = aprice amount} | a <- as] renderPostingCommentDates :: Posting -> Posting renderPostingCommentDates p = p { pcomment = comment' } where datesComment = T.concat $ catMaybes [T.pack . showDate <$> pdate p, ("=" <>) . T.pack . showDate <$> pdate2 p] comment' | T.null datesComment = pcomment p | otherwise = T.intercalate "\n" $ filter (not . T.null) [T.strip $ pcomment p, "[" <> datesComment <> "]"]